Relationship Banking Adviser — Financial Planning Expert

Absa Group; Vryheid; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is looking for a FAIS licensed financial adviser in Vryheid, KwaZulu-Natal. The role involves conducting financial needs analyses, presenting tailored solutions, and maintaining client relationships. Ideal candidates will have a Bachelor’s degree in Accounting or related field, excellent sales skills, and a commitment to professional development. Successful advisers will participate actively in networking opportunities and are expected to meet sales targets and ensure compliance with all regulatory frameworks. A rewarding path for ambitious financial professionals.

Qualifications

• FAIS accredited financial adviser with a strong understanding of investment, life insurance, and estate planning is required.
• Proven ability to establish and maintain professional relationships with clients and stakeholders.
• Strong sales skills, ability to meet targets, and prior experience in financial needs analysis.

Responsibilities

• Conduct financial needs analysis to understand client needs.
• Prepare and present tailored financial solutions to clients.
• Maintain ongoing client relationship and review portfolio regularly.
• Achieve sales and growth targets by networking and prospecting.

Skills

Financial analysis

Client relationship management

Sales ability

Communication skills

Team collaboration

Education

Bachelor’s Degrees in Accounting or related field

National Senior Certificate/ Matric

Job description

A leading financial services provider is looking for a FAIS licensed financial adviser in Vryheid, KwaZulu-Natal. The role involves conducting financial needs analyses, presenting tailored solutions, and maintaining client relationships. Ideal candidates will have a Bachelor’s degree in Accounting or related field, excellent sales skills, and a commitment to professional development. Successful advisers will participate actively in networking opportunities and are expected to meet sales targets and ensure compliance with all regulatory frameworks. A rewarding path for ambitious financial professionals.